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    James Rose

    Vice President and Equity Research Analyst at Barclays

    James Rose is a Vice President and Equity Research Analyst at Barclays, specializing in European utilities and infrastructure sectors. He actively covers major companies including National Grid, SSE, Centrica, and Veolia, delivering actionable investment recommendations. Rose joined Barclays in 2017 after previous experience at Société Générale, where he developed foundational expertise in utilities research. He holds an MSc in Finance from London Business School and is a CFA Charterholder, with recognized industry rankings for accurate forecasts and robust client service.

    James Rose's questions to RENTOKIL INITIAL PLC /FI (RTO) leadership

    James Rose's questions to RENTOKIL INITIAL PLC /FI (RTO) leadership • H1 2025

    Question

    James Rose of Barclays inquired about the quality and conversion of new leads, whether they are fueling contract sales, and what execution improvements are planned for underperforming integrated branches.

    Answer

    CEO Andy Ransom detailed that lead quality varies, with top-of-funnel brand awareness leads converting at a high rate while technician-generated leads convert lower. He noted most leads begin as jobs and are then converted to contracts. For underperforming integrated branches, he identified improving lead flow and customer retention as the two key focus areas, stating the company is refining its playbook before restarting the larger integration wave next year.

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    James Rose's questions to BUNZL (BZLFY) leadership

    James Rose's questions to BUNZL (BZLFY) leadership • Q2 2022

    Question

    James Rose from Barclays questioned the drivers behind elevated grocery volumes compared to pre-pandemic levels and asked whether the company's caution on second-half volumes was based on current trading or general prudence.

    Answer

    Executive Frank Van Zanten attributed the strength in grocery to a partial recovery in foodservice and significant product cost inflation. CFO Richard Howes clarified that the H2 volume caution is anticipatory, driven by the expected macroeconomic slowdown in Europe and the UK, rather than a reflection of a meaningful reduction in current trading activity.

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    James Rose's questions to BUNZL (BZLFY) leadership • FY 2021

    Question

    James Rose of Barclays Capital Securities Ltd. asked whether the upcoming plastics taxes in the UK and Europe represent an opportunity for Bunzl to gain market share and enhance gross profits.

    Answer

    CEO Frank Andre van Zanten affirmed that these regulations are an opportunity. He explained that Bunzl's expertise in providing data and alternative products, which are often own-brand and higher-priced, is valued by customers. This dynamic should be supportive for margins, and the company is leveraging its UK experience to proactively manage this transition in other regions.

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